Financial Representative

Financial Representative Wanted to Build and Scale Their Own Financial Practice Remote | Canada & United States We are currently seeking Financial Representative who are looking to increase production, improve their client acquisition, and build a long-term financial services practice. This opportunity is best suited for agents who are already licensed but not producing at the level they know they are capable of. Common challenges we see: • Low contract levels with no clear path to increase compensation • Inconsistent lead conversion despite ongoing marketing spend • Limited support when it comes to closing and client strategy • Managing compliance and administrative work independently • Pressure to recruit before establishing personal production High-performing agents do not struggle due to a lack of effort. In most cases, the issue is the environment, systems, and support structure. What we provide: • Competitive compensation with a structured path to higher contract levels • Compliance guidance and full back-office support • Licensing and administrative assistance • Hands-on training focused on client acquisition and closing • A performance-based leadership track • A production-first culture This is a commission-based role. Income is directly tied to production, consistency, and client acquisition. We are actively expanding across Canada and the United States and are seeking agents committed to building a scalable, sustainable practice. To be considered, please message directly to schedule a brief screening call. #LifeInsuranceAgents #FinancialServices #LicensedAgents #RemoteOpportunity

The Financial Representative is responsible for building and scaling their own financial practice while increasing production and improving client acquisition. They will receive support in compliance, administrative tasks, and training focused on client acquisition and closing.

Candidates should be licensed financial agents looking to enhance their production levels. The role is suited for those who have faced challenges in their current environment and seek a supportive structure to succeed.

• Compliance Guidance • Back-Office Support • Licensing Assistance • Administrative Assistance • Hands-On Training

Identified from the job description. Confirm important requirements above.

• Client Acquisition
• Closing
• Sales
• Financial Services
• Compliance
• Marketing
• Leadership
• Production

Minimum experience

2+ years